Archive for May, 2023

Vladivostok To Become A Transit Port For Chinese Shipments

Courtesy of Clingendael China Center, analysis of a recent announcement that Vladivostok will become a transit port for Chinese shipments: Historically, during the Qing Dynasty, Vladivostok and its surrounding area belonged to China. However, the Convention of Peking in 1860 resulted in the territory being ceded to Russia, thereby severing China’s direct access to the […]

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Green Hydrogen: Namibia’s Lessons To The World

Via The Namibian, commentary on Namibia’s hydrogen future: The signing of the Feasibility and Implementation Agreement (FIA) between the Namibian Government and Hyphen to produce green hydrogen and its derivatives is an important milestone that deserves to call the attention of many countries around the world. It is an important example of how countries can […]

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Can the Belt and Road Initiative Succeed in Afghanistan?

Via The Jamestown Foundation, commentary on the potential for China’s BRI to succeed in Afghanistan: At a trilateral meeting in Islamabad on May 9, the foreign ministers of China, Pakistan and Afghanistan agreed to extend the China-Pakistan Economic Corridor (CPEC) into Afghanistan and reaffirmed their support for multilateral infrastructure projects already underway, including the Central […]

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As U.S. Competes With China, It Seals 3 deals in Pacific Islands

Courtesy of Axios, an article on three recent US deals with Pacific Island states: A U.S. diplomatic offensive to counter China’s growing clout in the Pacific Islands appears to be paying dividends, with three agreements sealed within 48 hours. The big picture: The Biden administration has focused far more attention on the Pacific islands — […]

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Vietnamese Consumers: Coming of Age In 2023

Via McKinsey, a detailed look at Vietnam’s consumer class: For the past few years, the middle class in Vietnam has been on the rise, spreading out geographically and growing increasingly diverse.1 Consumers are growing in number and becoming more demanding and discerning. It is estimated that more than half of the Vietnamese population will enter […]

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Saudi Arabia Unveils $207M Geological Project To Tap Arabian Shield Region

Via Arab News, a report that Saudi Arabia has recently unveiled a US$207M geological mapping project to tap Arabian Shield region which features the substantial involvement of the Chinese Geological Survey: Saudi Arabia is set to build a vast database of topographic insights and explore huge swathes of mineral deposits in the Arabian Shield region, […]

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Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.